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Testimonials

We used Harbour Wealth to help us find a mortgage loan, as 1st time buyers with only a small deposit we did not think we stood a chance of obtaining a mortgage but Chris was positive from the very 1st meeting that he could help us and if he couldn’t find us a mortgage lender at that time then he would put together a 6 month action plan for us. Only 8 weeks later we had the keys to our own home and it was all down to Chris and his excellent team at Harbour Wealth.

M & S Lewis, Tenby

We had life assurance plans in place with our Bank, which protected our mortgage loan and also family protection in the event of death and critical illness. We were told by some friends that life protection policies provide by Banks could be expensive so we decided to book an independent financial review with Harbour Wealth. We are so, so glad that we did because as Chris explained to us, Harbour Wealth researched the whole of the life assurance marketplace to find us life protection plans that not only saved us over £60 per month but that provided more comprehensive cover than our old plans.

Mr C & J Williams, Saundersfoot

Chris, thank you, thank you, thank you, the investment portfolio that you designed for us, matching our exact attitude to risk, has just provided us with a return much more than we could have ever expected, you really did provide, once again thank you.

Mrs C Jones, Tenby

We are 72 and 73 years old and only have the state pension to provide us with a pension income, life was very hard and we couldn’t afford to make ends meet so decided to book an appointment with Harbour Wealth. They explained how an Equity Release scheme would match our wants and needs, now my wife and I are living life to the full again all thanks to the great advisers and staff at Harbour Wealth.

Mr Lowe, Jameston

Thank you to all the people at Harbour Wealth, you are a very caring, patient investment team who really helped me sort out my pension plans and get my retirement savings back on track.

K Manning, Pembroke

For the past eight years Paul has provided sound, yet friendly professional advice on a variety of matters. I trust and appreciate his professional expertise. Paul is supported by a very welcoming and efficient team who in my experience offer a first class service on all aspects of financial planning.

H Davies, Swansea

We initially contacted Paul Diment in 2003 for some Inheritance Tax planning advice. Several years on and Paul has now successfully dealt with setting up both our pensions as well as putting us straight on a previous poor performing Investment Portfolio. Paul obviously is very confident in his field of expertise. More importantly, we never feel under pressure to implement any options/solutions he provides. “I wish I meet Paul years ago”

A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.